Help from a relative or friend
It's important that you're not influenced by anyone else when you decide how you would like your money and assets to be distributed on your death.
If you want a friend or relative to assist you when you make your Will, there are steps you can take to minimise the risk of your Will being challenged on the grounds of:
Undue influence
Undue influence happens when someone has been put under such pressure that the choices they make are not really their own choices.
Knowing and approving your Will
You should know and approve the contents of your Will. Even if you are used to trusting other people to sort things out for you, you must know what is in your Will, and you must be happy with it.
The steps you can take to avoid a challenge to your Will include:
making sure you are present when your Will is made
ensuring you understand all of the questions you are being asked, and the consequences of how you choose to leave your money and assets
discussing the contents of your Will with any beneficiaries who are not involved in the Will-writing process, so that they are aware of your intentions
reading through the Will to make sure it says what you want it to say.
If you are concerned that these issues might arise at a later date, it is advisable to write a letter to accompany your Will stating that you have asked a relative or friend to help you prepare your Will, but that you are happy with the document and are satisfied that it accurately reflects your wishes.